Networks - SCIOC

Cambridge Associates, LLC
Tuesday, January 13, 2015

Currency risk is a fact of life for European families. Today even the simplest diversified portfolios include foreign currency exposures.

Friday, December 5, 2014

This perspective from the Glenmede CIO discusses asset returns and the business cycle, trends in economic growth and a review of valuations, business cycles and asset returns.

Friday, December 5, 2014

The author provides a paper on medical office investing which begins by sizing the Medical Office Building (MOB)  investment universe and contrasting it with the commercial office sector. Supply and demand fundamentals are explored in the context of emerging trends in the delivery of U.S.

Perkins Coie, LLP
Friday, December 5, 2014

The U.S. Commodity Futures Trading Commission’s Division of Swap Dealer and Intermediary Oversight (Division) issued a no-action letter providing family offices relief from commodity trading advisor registration, in connection with advisory services they provide to family clients.

Friday, November 21, 2014

The dollar is worth significantly more now than a few months ago. Relative to the currencies of major trading partners, the dollar has surged nearly 6 percent since summer.

Global Impact Investing Network
Friday, December 5, 2014

In recent years, impact investing has captured the attention of leaders in finance, philanthropy, business, and government seeking innovative ways to help solve some of society’s most pressing issues.

Jason T Baron, Managing Director Head Portfolio Manager of Social Investment Strategies – U.S. Trust, Bank of America Private Wealth Management
Wednesday, November 19, 2014

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge. Companies that are good social citizens can both positively address societal issues and outperform their competitors.

Abbot Downing
Wednesday, November 5, 2014

This study describes both short-term and long-term expectations for population growth and trends, and the impact these macro-factors will have on the global economy and the resulting investment implications.

Shane B. Hansen
Thursday, October 23, 2014

Business brokerage services are critically important to the liquidity of small business ownership, business growth, and related jobs preservation and creation. Baby boomers are faced with the prospects of either selling or closing their businesses to retire.

Cook & Bynum Capital Management, LLC
Thursday, October 23, 2014

Creating a well-diversified portfolio of stocks or bonds (or whatever financial assets or vehicles seem appealing and fit a client’s profile) is certainly a viable option and one that may dampen volatility and could prevent any one bad idea from having an outsized impact on a portfolio.